record.merge automation events can allow or reject a record merge request based on its properties (e.g. record type, records, source ids, target id, worker).
This occurs after merge mapping. A worker must still have permission to merge records in one of their roles.
This uses events KATA, and the first automation to return: is used.
For instance, a policy could require that tickets can only be merged if they share the same group or participants.
Placeholders
The automation event dictionary starts with the following values:
| Key | Type | Notes |
|---|---|---|
record_type_* |
text | The record type being merged. |
records |
records | An array of record dictionaries to be merged. |
source_ids |
array | An array of record IDs being merged into target_id. |
target_id |
id | The destination record ID the source_ids will be merged into. |
worker_* |
record | The current worker dictionary. Supports key expansion. |
Outputs
| Key | Type | Notes |
|---|---|---|
deny: |
string | If set, the merge is denied, and this key’s value is the displayed error message. If omitted the merge is allowed. |